The Checklist Manager Module allows you to create checklists that are available to Service Providers who are linked to your Projects. This module can be used in Equipment Manager, Project Compliance, Positions and Requirements, Recruitment Manager as well as Survey Manager.
1) Create a Checklist
Navigate to Checklist Manager on your dashboard.
Fill in the name of your checklist using the free text field available.
The date created and Created By fields will auto-populate with the current date and the user creating the checklist. Once the name has been entered, select update.
The checklist will populate in the list display for you to manage.